Why Your Doctor Clients Stay Poor Despite Million- Dollar Incomes: Insider Insights for Financial Advisors
From a physician who understands how doctors really think about money As a practicing physician who now helps financial advisors better serve doctor clients, I need to share something that might shock you: that specialist […] Read More
The One Question That Will Transform Your Client Meetings
I was speaking with a sad and dejected physician. She told me about the retirement plans she and her husband discussed a decade ago. Shortly after she retired she became a caregiver for her mother. […] Read More
Why Smart Doctors Make Dumb Financial Choices: What Every Financial Advisor Needs to Know
It’s anticipated like the summer sighting of Santa Claus. Minnesotans count the days in anticipation of the announcement of the new foods offered at the Minnesota State Fair. This year’s culinary gifts include everything from […] Read More
Managing Doctors’ Objections
As I was scrolling through my news feed in a private physician community, this headline caught my eye. Illinois Doctor Pleads Guilty to Evading Approximately $1.6M in Taxes What did this doctor do? […] Read More
Minding Your Medical Manners
Have you ever tried sending a text or an email and failed to connected with the person you want to reach? You go back and discover that you’re off by a single digit in the […] Read More
Do You Need to Weed Your Practice?
Gardeners know that weeding promotes the health and growth of the desired plants. How can you weed your practice to optimize the chances that you achieve your business goals this year? Here are twenty questions […] Read More
Scripts for Success
Do you ever find yourself in uncomfortable situations, and question the best thing to say? I used to feel very uncomfortable when people gave me compliments. Inevitably I would say things to diminish myself. If […] Read More
The Great Doctor COVID Catch-Up: How Financial Advisors Can Guide the Way
The COVID pandemic wasn’t just a global health crisis—it was a seismic financial earthquake that fundamentally transformed how physicians think about wealth, security, and professional sustainability. Through my work with doctors at Thriving Doctors, I’ve […] Read More
A Lesson from My Son’s Health Saga You Can Use
I want to thank you for all of the support around my son’s health challenge. This summer he was in the ER three different times with severe abdominal pain. We still do not have a […] Read More
How You Can Help Your Clients in Our New Reality
America has spoken. Trump will once again occupy the White House, and the Republicans will have a majority in the senate. The future of the house is unknown as of this writing. Here are […] Read More